EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$40M
3
+$24.2M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$21.3M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.86%
2 Industrials 0.4%
3 Consumer Staples 0.28%
4 Energy 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.39%
+10,823
27
$1.08M 0.36%
+43,142
28
$1.07M 0.36%
+45,953
29
$1.07M 0.36%
+31,043
30
$1.05M 0.35%
+19,747
31
$1.04M 0.35%
+30,916
32
$940K 0.31%
+21,318
33
$938K 0.31%
+7,771
34
$899K 0.3%
+42,267
35
$899K 0.3%
+41,303
36
$896K 0.3%
+40,608
37
$895K 0.3%
+43,045
38
$848K 0.28%
+37,993
39
$831K 0.28%
+40,375
40
$822K 0.27%
+40,318
41
$791K 0.26%
+55,860
42
$769K 0.26%
+21,841
43
$758K 0.25%
+37,269
44
$757K 0.25%
+11,196
45
$726K 0.24%
+8,608
46
$692K 0.23%
+27,392
47
$638K 0.21%
+15,152
48
$622K 0.21%
+11,036
49
$565K 0.19%
+19,046
50
$560K 0.19%
+7,269
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